Institutional Ownership Ishares Tr Fltg Rate Nt ETF (FLOT)
This table provides information about the institutional ownership of Ishares Tr Fltg Rate Nt ETF (FLOT). We have compiled data on the 697 institutions that hold shares in the stock, with a total of 136 Million shares, which have been reported (via 13F filing form) to have a value of $6.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
100
shares
|
$5,097
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
New England Asset Management Inc
Farmington, CT |
Feb 14, 2025 Q4 2024 |
100
shares
|
$5,097
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
98
shares
|
$4,995
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
85
shares
|
$4,332
0.0% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
80
shares
|
$4,077
0.0% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
63
shares
|
$3,211
0.0% of portfolio
|
Q1 2024
Reduced 33.68%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
51
shares
|
$2,599
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
46
shares
|
$2,344
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
44
shares
|
$2,242
0.0% of portfolio
|
Q3 2024
Reduced 99.92%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
34
shares
|
$1,732
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
25
shares
|
$1,274
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
25
shares
|
$1,274
0.0% of portfolio
|
Q4 2024
Reduced 71.26%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
19
shares
|
$968
0.0% of portfolio
|
Q1 2023
Added 35.71%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
9
shares
|
$458
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
5
shares
|
$254
0.0% of portfolio
|
Q2 2023
Added 25.0%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
5
shares
|
$254
0.0% of portfolio
|
Q3 2024
Reduced 100.0%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
4
shares
|
$203
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
4
shares
|
$203
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
2
shares
|
$101
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
1
shares
|
$50
0.0% of portfolio
|
Q4 2024
Reduced 99.88%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
1
shares
|
$50
0.0% of portfolio
|
Q4 2020
Reduced 99.96%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
1
shares
|
$50
0.0% of portfolio
|
Q1 2024
Reduced 92.31%
|